Jeri Frank

Jeri Frank is the Co-founder and CEO of STRATAFOLIO, a leading software platform that integrates seamlessly with QuickBooks to simplify the complex world of commercial real estate management. A recognized thought leader, Jeri contributes regularly to the Forbes Business Council and has shared her expertise through IREM and CCIM podcasts and webinars. STRATAFOLIO has earned top industry recognition, including being named a top platform by CREtech, selected for the National Association of Realtors REACH program, and listed by Houlihan Lokey as a top property management system for several consecutive years. STRATAFOLIO consistently earns 5-star reviews from platform users for its unique ability to reduce manual activities by 80%. You can find links to many resources and guides on their website.
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Chart of Accounts: Designing it Right for Commercial Real Estate

A successful commercial real estate business runs on good data. This means having a strong system in place to collect, analyze, and report on all of...

Introduction to Real Estate Accounting - What You Need to Know

Commercial real estate accounting has its own rhythm. The good news is that QuickBooks can handle they day-to-day aspects when it is structured...

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Five Easy Ways to Use AI This Tax Season

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Transactional vs Advisory: Where Do You Stand?

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October 28, 2026 · 12:00 PM ET

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October 28, 2026 · 2:00 PM ET

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The Weekly A/P: Transforming Ingredients into Intel

The Weekly A/P: Transforming Ingredients into Intel

October 29, 2026 · 2:00 PM ET

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From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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The Software-First Payments Revolution: From Transaction to Trust

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November 10, 2026 · 12:30 PM ET

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How to Reduce B2B Credit Card Processing Fees

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